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Portfolio (Quarterly) Guide ↗

R2 Capital Strategies, LLC

· CIK 0002146947
13F Portfolio $221M AUM 115 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 115 New
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 34,226.0 $2.8M 1.25% NEW $80.57 +1.3%
22 MGC VANGUARD WORLD FD 9,930.0 $2.7M 1.23% NEW $273.62 +2.6%
23 IOO ISHARES TR 19,546.0 $2.7M 1.21% NEW $136.60 +5.6%
24 REGL PROSHARES TR 28,810.0 $2.6M 1.20% NEW $91.57 +1.7%
25 CGDV CAPITAL GROUP DIVIDEND VALUE 51,960.0 $2.6M 1.16% NEW $49.28 +1.1%
26 CGGE CAPITAL GROUP GLOBAL EQUITY 59,632.0 $2.1M 0.95% NEW $35.24 -0.9%
27 XLK SELECT SECTOR SPDR TR 10,834.0 $2.1M 0.94% NEW $190.51 -3.9%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,635.0 $2.0M 0.89% NEW $746.89 +2.5%
29 AVUS AMERICAN CENTY ETF TR 15,262.0 $2.0M 0.89% NEW $128.08 +1.6%
30 IVV ISHARES TR 2,596.0 $1.9M 0.88% NEW $749.02 +2.7%
31 AGG ISHARES TR 18,664.0 $1.8M 0.84% NEW $98.98 -2.2%
32 IYK ISHARES TR 22,427.0 $1.6M 0.74% NEW $72.66 +3.9%
33 USMV ISHARES TR 16,884.0 $1.6M 0.74% NEW $96.46 +4.7%
34 CGMM CAPITAL GROUP EQUITY ETF TR 48,614.0 $1.6M 0.73% NEW $32.97 -1.8%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,692.0 $1.6M 0.72% NEW $935.56 -0.1%
36 AOA ISHARES TR 15,922.0 $1.6M 0.70% NEW $97.60 +1.0%
37 SCHF SCHWAB STRATEGIC TR 55,283.0 $1.5M 0.69% NEW $27.70 +1.3%
38 SPACE EXPLORATION TECHN CORP 8,955.0 $1.5M 0.69% NEW $170.86
39 USFR WISDOMTREE TR 29,540.0 $1.5M 0.67% NEW $50.35 +0.1%
40 CGBL CAPITAL GROUP CORE BALANCED 38,720.0 $1.5M 0.67% NEW $37.96 -0.1%
Page 2 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 58.3%
Consumer Cyclical 17.7%
Financial Services 10.9%
Consumer Defensive 4.5%
Communication Services 3.5%
Healthcare 2.5%
Industrials 1.3%
Energy 0.9%
Utilities 0.3%